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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
PL Capital Advisors
4826
PL Capital Advisors
Florida
$317M +$15.9M +5% 7.01% 100% 30 26.67% 3.5
Anfield Capital Management
4827
Anfield Capital Management
California
$317M -$22.8M -7% 1.88% 65.3% 608 5.43% 1.2
LMHBHCT
4828
Leona M. & Harry B. Helmsley Charitable Trust
New York
$317M – – 2.36% – 1 – 0
Hayek Kallen Investment Management
4829
Hayek Kallen Investment Management
Alabama
$317M +$3K +0% 0.02% 71.9% 186 99.46% 0.1
Payne Capital Management
4830
Payne Capital Management
New York
$317M +$6.25M +2% 0.45% – 82 7.32% 0.8
Elmwood Wealth Management
4831
Elmwood Wealth Management
California
$317M +$34.3M +12% 2.04% 42.1% 177 24.29% 3.3
Walled Lake Planning & Wealth Management
4832
Walled Lake Planning & Wealth Management
Illinois
$316M +$11.7M +4% 3.6% 62.6% 147 10.2% 2.7
S&T Bank
4833
S&T Bank
Pennsylvania
$316M -$39.5M -11% 5.19% 193% 502 22.51% 2.2
Able Wealth Management
4834
Able Wealth Management
New Jersey
$316M +$50.1M +19% 0.86% 58.1% 120 17.5% 1.2
SA
4835
SAM Advisors
California
$316M +$5.82M +2% 1.91% 57.5% 44 6.82% 2.3
American Assets Inc
4836
American Assets Inc
California
$316M +$4.22M +1% 2.92% 49.9% 31 32.26% 3
IronBridge Private Wealth
4837
IronBridge Private Wealth
Texas
$316M -$1.08M -0.3% 1.76% 143% 48 4.17% 2.1
Nicollet Investment Management
4838
Nicollet Investment Management
Minnesota
$316M +$9.36M +3% 2.75% 104% 77 11.69% 4.9
Powszechne Towarzystwo Emerytalne Allianz Polska
4839
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$316M +$31.8M +11% 12.4% – 13 15.38% 1.4
Future Fund LLC
4840
Future Fund LLC
Illinois
$316M +$32.5M +11% 2.48% 93.1% 184 29.89% 0.7
Jeppson Wealth Management
4841
Jeppson Wealth Management
California
$316M +$2.34M +0.7% 2.93% 107% 236 9.32% 3.5
NTCM
4842
Nine Ten Capital Management
Illinois
$316M -$72.2M -19% 9.83% 166% 9 11.11% 5
LifeWealth Investments
4843
LifeWealth Investments
Florida
$316M +$12.2M +4% 2.88% – 171 23.98% 0.7
BFI Infinity
4844
BFI Infinity
Switzerland
$316M +$82.7M +36% 4.9% – 61 21.31% 0.7
Quaker Wealth Management
4845
Quaker Wealth Management
New Jersey
$316M +$8.21M +3% 1.16% – 1,004 19.72% 0.4
Amtrust Financial Services
4846
Amtrust Financial Services
New York
$316M +$14.9M +5% 0.83% 61.9% 15 6.67% 3.6
Shaker Financial Services
4847
Shaker Financial Services
Virginia
$315M +$23.9M +8% 1.34% 12.9% 179 24.58% 2.1
Altrafin AG
4848
Altrafin AG
$315M +$10.3K +0% 3.28% 97.6% 51 15.69% 2.8
GWMT
4849
Guardian Wealth Management (Tennessee)
Tennessee
$315M – – 2.35% – 29 – 0
Bayberry Capital Partners
4850
Bayberry Capital Partners
New York
$315M -$105M -25% 5.98% 99.7% 37 59.46% 0.7